Shopify for Zoho Desk

Shopify for Zoho Desk

The Shopify for Zoho Desk extension is designed to cater to the more extensive automation needs of Desk support agents. The extension creates support tickets for every Shopify order so that the support agents can easily track customers and their order information without leaving their Zoho Desk interface.

Installing the extension

The Shopify extension can be installed either from the Zoho Marketplace or from your Zoho Desk account. To install from Zoho Desk:
  1. Log in to your Zoho Desk account with Administrator privileges.
  2. Click the Setup icon () in the top bar.
  3. Under Marketplace, click All.
  4. Search for 'Shopify' in the search bar on the right.
  5. Select the Shopify for Zoho Desk extension, then click Install.
  6. Under General Settings, select the department and profiles whose agents can access the extension in Zoho Desk.



  7. Agree to the Terms of Use, then click Install.
  8. Click Authorize and select the portal in which you want to install the extension.
  9. Click Authorize in the pop-up to authorize your Shopify account.
  10. Under Configuration, provide the store name.
  11. Under Preferences, select your department.
Upon successful installation, the extension can be accessed from the right tab of the ticket detail page.


Accessing the extension

The extension can be accessed from the right tab of the ticket detail page. To access the extension, open a ticket from your portal.
  1. Click the Extensions icon () on the right side of the ticket detail page.
    All extensions installed in this location will be listed.
  2. Select Shopify.
    The Shopify widget will be displayed in the right tab of the ticket detail page.


Managing orders and contacts

After the extension is installed, when a customer places an order in Shopify, multiple actions are triggered based on the scenario. Every scenario and the corresponding actions are given below.
  1. For any orders placed in Shopify, a ticket will be created in Zoho Desk. The order details will be shown in the widget upon opening the ticket. The order details will have:



    1. Customer Information
    2. Order ID (Click this to get redirected to the order in Shopify)
    3. Store Name
    4. Order Status
    5. Order Total Value
    6. Shipping address
    7. Billing address
    8. Order note (Only one note is allowed)
  2. When a customer is new to Zoho Desk and places an order in Shopify, a contact for that customer will be created in Zoho Desk by default.
  3. If an existing customer of Zoho Desk places an order in Shopify, a ticket will be created in Zoho Desk, and the order details will be shown in the widget upon opening the ticket.
  4. If a customer has orders in Shopify even before installing the extension, the widget will list only the latest five orders.



Uninstalling the extension

  1. Click the Setup icon () in the top bar.
  2. In the Setup Landing page, click All under Marketplace.
  3. On the Marketplace page, click Installed Extensions.
  4. Choose Shopify from the list of extensions.
  5. Click the More icon () in the upper-right corner of the Shopify extension setup page.
  6. Select Uninstall Extension.
  7. Click Confirm

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